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Holistic Financial Partners
> CVX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CHEVRON CORP | CVX | 2,631 | 224 | 413,988,000 | -18,044,000 | $157,350.06 |
| 12/31/2022 | CHEVRON CORP | CVX | 2,407 | -177 | 432,032,000 | 431,661,000 | $179,489.82 |
| 09/30/2022 | CHEVRON CORP | CVX | 2,584 | 201 | 371,000 | 26,000 | $143.58 |
| 06/30/2022 | CHEVRON CORP | CVX | 2,383 | -113 | 345,000 | -61,000 | $144.78 |
| 03/31/2022 | CHEVRON CORP | CVX | 2,496 | -1,036 | 406,000 | -8,000 | $162.66 |
| 12/31/2021 | CHEVRON CORP | CVX | 3,532 | 0 | 414,000 | 56,000 | $117.21 |
| 09/30/2021 | CHEVRON CORP | CVX | 3,532 | 290 | 358,000 | 18,000 | $101.36 |
| 06/30/2021 | CHEVRON CORP | CVX | 3,242 | -15 | 340,000 | -1,000 | $104.87 |
| 03/31/2021 | CHEVRON CORP | CVX | 3,257 | -155 | 341,000 | 53,000 | $104.70 |
| 12/31/2020 | CHEVRON CORP | CVX | 3,412 | 3,412 | 288,000 | 288,000 | $84.41 |
| 09/30/2020 | CHEVRON CORP | CVX | 0 | -2,297 | 0 | -205,000 | |
| 06/30/2020 | CHEVRON CORP | CVX | 2,297 | -580 | 205,000 | -3,000 | $89.25 |
| 03/31/2020 | CHEVRON CORP | CVX | 2,877 | 424 | 208,000 | -88,000 | $72.30 |
| 12/31/2019 | CHEVRON CORP | CVX | 2,453 | 429 | 296,000 | 54,000 | $120.67 |
| 09/30/2019 | CHEVRON CORP | CVX | 2,024 | -230 | 242,000 | -38,000 | $119.57 |
| 06/30/2019 | CHEVRON CORP | CVX | 2,254 | -59 | 280,000 | -5,000 | $124.22 |
| 03/31/2019 | CHEVRON CORP | CVX | 2,313 | 197 | 285,000 | 55,000 | $123.22 |
| 12/31/2018 | CHEVRON CORP | CVX | 2,116 | 280 | 230,000 | 5,000 | $108.70 |
| 09/30/2018 | CHEVRON CORP | CVX | 1,836 | 1,836 | 225,000 | 225,000 | $122.55 |
| 06/30/2018 | CHEVRON CORP | CVX | 0 | -1,867 | 0 | -213,000 | |
| 03/31/2018 | CHEVRON CORP | CVX | 1,867 | -94 | 213,000 | -32,000 | $114.09 |
| 12/31/2017 | CHEVRON CORP | CVX | 1,961 | 1,961 | 245,000 | 245,000 | $124.94 |
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